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Financial Select Sector SPDR shares owned by Crux Wealth Advisors

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Crux Wealth Advisors from 13F filings

Historical chart of Crux Wealth Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Crux Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Crux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $399k 7.4k 53.87
2025-06-30 $227k 4.3k 52.37

More positions owned by Crux Wealth Advisors

Bny Mellon Etf Trust Core Bond Etf (BKAG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
NVIDIA Corporation (NVDA)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Series Trust Spdr S&p 500 Etf (SPYX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Bny Mellon Etf Trust Concentrated Int (BKCI)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Ishares Tr Esg Aw Msci Eafe (ESGD)

View all positions for Crux Wealth Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Morgan Stanley
Millennium Management
Jane Street
Goldman Sachs Group
UBS Group
Balyasny Asset Management
LPL Financial
Parallax Volatility Advisers
Envestnet Asset Management
Royal Bank of Canada
Citadel Advisors
Barclays

View all funds holding Financial Select Sector SPDR